Frederick Community Wealth Management provides personalized financial consultation and management including a wide range of investment solutions. Our team is able to help you develop and meet your financial goals from education funding to retirement planning and long-term care management.
Frederick Community Wealth Management provides a free face to face consultation to better understand your personal circumstances and then help develop a solution for each individual. Frederick Community Wealth Management’s financial advisor is willing to meet you at your convenience.
To make an appointment please email Ahlden or Kendall or call (217) 379-2336 x 233.
Types of Accounts:
Brokerage: We have the flexibility to help build and manage your portfolio in a manner you’re comfortable with.
Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company
Some of the account titles available in a brokerage or mutual fund account are:
- Individual or Joint Accounts
- Trust Accounts
- Custodial Accounts
- Traditional or Roth IRA
- Rollover IRA
- Simple/SEP IRA
- 529 College Savings Plan
- Employer-sponsored Plans
- 401(k)
- 403(b)
- 457
Our products include:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Frederick Community Wealth Management is a division of The Frederick Community Bank. Securities are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and The Frederick Community Bank are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck.
